WTC

WhitTier Trust Company Portfolio holdings

AUM $4.69B
1-Year Est. Return 23.03%
This Quarter Est. Return
1 Year Est. Return
+23.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.6B
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,312
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$5.66M
3
+$5.48M
4
ABNB icon
Airbnb
ABNB
+$4.84M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$4.01M

Top Sells

1
+$9.44M
2
+$9.26M
3
+$6.08M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.83M
5
STE icon
Steris
STE
+$4.9M

Sector Composition

1 Technology 26.07%
2 Financials 9.72%
3 Healthcare 8.16%
4 Consumer Discretionary 7.43%
5 Industrials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$3.24K ﹤0.01%
48
1127
$3.23K ﹤0.01%
41
-1
1128
$3.19K ﹤0.01%
41
-2
1129
$3.15K ﹤0.01%
44
-1
1130
$3.15K ﹤0.01%
+22
1131
$3.09K ﹤0.01%
112
1132
$3.06K ﹤0.01%
+99
1133
$3.05K ﹤0.01%
46
1134
$3.03K ﹤0.01%
27
1135
$3K ﹤0.01%
165
-4,054
1136
$2.98K ﹤0.01%
89
1137
$2.92K ﹤0.01%
34
-1
1138
$2.9K ﹤0.01%
23
1139
$2.88K ﹤0.01%
70
1140
$2.86K ﹤0.01%
50
1141
$2.78K ﹤0.01%
175
1142
$2.67K ﹤0.01%
142
1143
$2.65K ﹤0.01%
22
-1
1144
$2.65K ﹤0.01%
40
1145
$2.64K ﹤0.01%
60
1146
$2.61K ﹤0.01%
+113
1147
$2.57K ﹤0.01%
110
1148
$2.53K ﹤0.01%
54
1149
$2.5K ﹤0.01%
+92
1150
$2.5K ﹤0.01%
14
44 45
46
47 48